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Gen-Wealth Partners’s Caterpillar CAT Stock Holding History

Gen-Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Sell
5,425
-191
-3% -$168K 1.61% 9
2026
Q1 		$3.98M Sell
5,616
-202
-3% -$140K 1.25% 14
2025
Q4 		$3.33M Sell
5,818
-906
-13% -$504K 1.07% 16
2025
Q3 		$3.21M Buy
6,724
+129
+2% +$55.1K 1.08% 14
2025
Q2 		$2.56M Buy
6,595
+195
+3% +$65K 0.99% 17
2025
Q1 		$2.11M Buy
6,400
+311
+5% +$111K 0.88% 19
2024
Q4 		$2.21M Sell
6,089
-12
-0.2% -$4.65K 0.95% 16
2024
Q3 		$2.31M Buy
6,101
+115
+2% +$39.7K 1.01% 14
2024
Q2 		$1.99M Sell
5,986
-202
-3% -$70K 0.96% 15
2024
Q1 		$2.27M Buy
+6,188
New +$1.98M 1.12% 13

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Gen-Wealth Partners's CAT Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Caterpillar (CAT) stake by 3.4% in Q2 2026, selling an estimated $168K and leaving 5,425 shares worth $5.78M. The position accounts for 1.61% of the portfolio, ranked #9.

Gen-Wealth Partners first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gen-Wealth Partners held 5,425 shares of Caterpillar worth $5.78M as of Q2 2026.
  • Gen-Wealth Partners sold 191 Caterpillar shares in Q2 2026, an estimated $168K.
  • Caterpillar made up 1.61% of Gen-Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • Gen-Wealth Partners first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.